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Advisors in Grove City, Ohio
25 Results
Unclaimed

Ameriprise Financial Services, LLC

location

GROVE CITY, OH

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Singleton is a financial advisor with Ameriprise Financial Services, LLC. Aaron has been in the financial services industry since 2019 and holds Series 7TO, SIE, and Series 66 licenses. He also has experience in insurance and tax preparation.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

J.p. Morgan Securities LLC

location

GROVE CITY, OH

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Brian Layne Harrison is a registered representative with J.p. Morgan Securities LLC. Brian has been in the securities industry since July 27, 2005. Brian is registered to provide investment advisory services in Alabama, Arizona, California, Delaware, Florida, Illinois, Indiana, Maryland, Michigan, Missouri, Nevada, North Carolina, Ohio, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Virginia, Washington, West Virginia, and Wisconsin. Brian is also registered as a broker in Alabama, Arizona, California, Delaware, Florida, Illinois, Indiana, Maryland, Michigan, Missouri, Nevada, North Carolina, Ohio, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Virginia, Washington, West Virginia, and Wisconsin. Brian previously worked for CHASE INVESTMENT SERVICES CORP. in GROVE CITY, OH.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Arch City Financial | PFS ® (Certifications)

location

GROVE CITY, OH

0 Disclosures

ADVISOR BIO

Chad Frush is a Registered Representative and Investment Advisor Representative with Arch City Financial. Chad has been in the financial services industry for over a decade. Chad is a Personal Financial Specialist. Chad is currently the owner of Frush Consulting, LLC. This activity accounts for approximately 20 hours per week. Frush Consulting, LLC provides external solutions for its client's internal accounting needs. Chad is registered in Ohio and Florida and provides financial planning, pension consulting, educational seminars and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

GROVE CITY, OH

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Chloe Davis is an investment professional registered with J.p. Morgan Securities LLC, a firm with over $50 billion in assets under management. Chloe has passed the Series 63, Series 6TO and SIE exams. Chloe is licensed in Florida and Ohio and has been in the industry since 2023. Chloe focuses on providing financial planning and portfolio management for individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

GROVE CITY, OH

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Gourley is a registered representative with Edward Jones. Christopher is a financial advisor with over 10 years of experience in the financial services industry. Christopher holds the Series 66, Series 7, and SIE licenses. He is registered in 13 states to offer financial advice and services. Christopher has a strong background in financial planning and portfolio management. He is committed to providing personalized financial advice and guidance to help his clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Osaic Wealth, Inc.

location

GROVE CITY, OH

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Danielle Christine Holmes is a financial advisor with Osaic Wealth, Inc. Danielle is a registered representative in Florida and Ohio, and has been in the financial industry since February 2013. Danielle has been with Osaic Wealth, Inc. since November 2023. Prior to that, Danielle worked at FSC SECURITIES CORPORATION and H. BECK, INC. Danielle holds Series 66, SIE, and Series 7 licenses. Danielle specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Colburn Wealth Management, LLC

location

GROVE CITY, OH

0 Disclosures

ADVISOR BIO

Danny Ray Colburn is a registered Investment Advisor Representative with Colburn Wealth Management, LLC. Danny has been in the industry since June 2011 and has a Series 65 license. Danny is registered in Ohio and works out of the Grove City branch office. Danny specializes in financial planning, portfolio management for individuals, and educational seminars. Danny has 129 clients and manages $80,594,530 in assets for his clients. Danny works with high-net-worth individuals and individuals other than high-net-worth. Colburn Wealth Management, LLC is a Registered Investment Advisor and specializes in providing financial planning and portfolio management services for individuals.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

GROVE CITY, OH

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

David Dean Neff is a financial advisor registered with Raymond James Financial Services Advisors, Inc. based in Grove City, Ohio. David has been in the industry since 1998 and has experience with Edward Jones, a well-known financial services firm. David specializes in providing financial planning and portfolio management services to a variety of clients, including individuals, corporations, and retirement plans. David is a registered representative of Raymond James Financial Services Advisors, Inc., and is a member of FINRA. David holds Series 7, Series 63, and SIE licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed
location

GROVE CITY, OH

experience

28 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Deanna Sieren Cardenas is a financial advisor at Edward Jones, a firm that specializes in providing financial guidance and investment services to individual clients and families. Deanna is an experienced financial advisor with a proven track record of helping her clients achieve their financial goals. Deanna has been registered with the Financial Industry Regulatory Authority (FINRA) since 1996 and has a strong commitment to providing personalized service to each of her clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

GROVE CITY, OH

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Gabrielle Norton is a financial professional with a Series 63, Series 6TO, and SIE licenses. Gabrielle has been in the industry for 1 year and 10 months. Gabrielle currently works for J.p. Morgan Securities LLC, a firm with more than $50 billion in assets under management. The firm specializes in a range of investment services, including financial planning, pension consulting, and portfolio management for both businesses and individuals. They have over 262,000 clients and a strong track record of providing comprehensive financial advice.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals

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